How We Work Together

 

We offer comprehensive financial planning services on an hourly basis at $210/hour. After we have discussed your situation during the 45-minute complimentary consultation, we will agree on the scope of our engagement and can provide you with an estimated fee. Below is an overview of the financial planning process should you decide to engage our services.

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After the initial engagement is complete, you can choose to re-engage our services in the future on an as-needed basis. We generally recommend an annual review to make sure that you’re on track to meeting your goals or make adjustments as your situation changes.

We hope you will take a few minutes to learn about us and how we can work with you. Please contact us if you’d like to schedule a free consultation or have any questions, we would love to hear from you.